How do I set up Automatic Volume Discounts (Tiered Discounts)?
- Open “Discount Schema” from the menu.
- Create a new Discount Scheme.
- Give the Discount Scheme a Name.
- Select the Discount Type Breaks.
- Set a Valid from date.
- Go to the tab “Discount Break” at the bottom of the page and click . A new window opens up.
- Select a Product or a Product Category.
- In the field Break Value enter the amount at which a discount is to be applied.
- In the field Break Discount % enter a percentage.
- Click “Done” to close the window and add the Discount Conditions to the list.
Note: Repeat steps 6 to 10 to add further Discount Conditions, such as for tiered discounts or discounts for additional products/product categories.
Assign Discount Scheme to a Business Partner
For a Discount Scheme to be applied automatically, it first has to be assigned to a Business Partner for whom the Discount Scheme shall be used.
- Use the menu to navigate to the regarding Business Partner.
- Go to the record tab “Customer” at the bottom of the page and move the horizontal scrollbar to the right until you find the column Discount Schema.
- Double-click the field Discount Schema of the Customer Line and select the desired Discount Scheme from the drop-down list.
- metasfresh saves the progress automatically.
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